|
101
|
Colony Family Offices
Charlotte,
North Carolina
|
$319K
|
+$5.95K
|
+139
|
+2%
|
|
|
102
|
NVWM LLC
Yardley,
Pennsylvania
|
$306K
|
-$802K
|
-18,746
|
-75%
|
|
|
103
|
Upper Left Wealth Management
Tampa,
Florida
|
$299K
|
+$266K
|
+6,219
|
New
|
|
|
104
|
Advisory Services Network
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
105
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$288K
|
-$33.9K
|
-791
|
-12%
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$283K
|
+$218K
|
+5,086
|
+590%
|
|
|
107
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$264K
|
+$234K
|
+5,475
|
New
|
|
|
108
|
WBH Advisory
Baltimore,
Maryland
|
$234K
|
+$211K
|
+4,918
|
New
|
|
|
109
|
MAI Capital Management
Independence,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
110
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$221K
|
+$197K
|
+4,600
|
New
|
|
|
111
|
Rockland Trust
Hanover,
Massachusetts
|
$213K
|
+$190K
|
+4,427
|
New
|
|
|
112
|
AllianceBernstein
Nashville,
Tennessee
|
$212K
|
-$45.5K
|
-1,062
|
-16%
|
|
|
113
|
Lyell Wealth Management
Menlo Park,
California
|
$210K
|
+$187K
|
+4,370
|
New
|
|
|
114
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$206K
|
+$184K
|
+4,289
|
New
|
|
|
115
|
Creative Planning
Overland Park,
Kansas
|
$203K
|
+$181K
|
+4,217
|
New
|
|
|
116
|
US Bancorp
Minneapolis,
Minnesota
|
$192K
|
-$7.71K
|
-180
|
-4%
|
|
|
117
|
UMB Bank
Kansas City,
Missouri
|
$165K
|
–
|
–
|
–
|
|
|
118
|
UBS Group
Zurich,
Switzerland
|
$122K
|
-$1.5K
|
-35
|
-1%
|
|
|
119
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
120
|
Caitlin John
Brighton,
Michigan
|
$107K
|
–
|
–
|
–
|
|
|
121
|
Osaic Holdings
Scottsdale,
Arizona
|
$101K
|
+$10.7K
|
+251
|
+14%
|
|
|
122
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
-$214
|
-5
|
-0.2%
|
|
|
123
|
Simplex Trading
Chicago,
Illinois
|
$61.5K
|
+$48K
|
+1,121
|
+719%
|
|
|
124
|
Bessemer Group
Woodbridge,
New Jersey
|
$42K
|
–
|
–
|
–
|
|
|
125
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$41.9K
|
–
|
–
|
–
|
|
